About
Currently, the process of extracting, formatting, categorizing, and reconciling multiple reports takes hours every single day. Join us for a hands-on training on how we were able to create a process that automatically categorizes transactions based on key words, generates reports, reformats working documents, all without a single line of code by using the Alteryx Designer.
Agenda
  • Introduction: What is Alteryx and Who is Data Prep U?
  • Hands-On: Build your first Alteryx workflow!
  • Interactive Follow-Along: Walk through a fully functional bank reconciliations workflow.
  • Thank you, and next steps.
Presenters
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Chad Martin
Founder and Chief Learning Officer
Chad Martin is the founder of Data Prep U, an Alteryx Premier partner focused on creating high-quality training focused on the Alteryx platform. Chad has been working in the data & analytics field for 17 years, 11 of which were in various roles at Alteryx, Inc. His background and experience educating on the Alteryx platform is extensive, yet he has spent nearly his entire career simplifying and engaging audiences around the globe.
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Charlie Blazer
Account Executive
Operating as an Account Executive at Data Prep U, Charlie has an extensive background in customer engagement and enabling client success. With DPU offering solution acceleration across numerous data/analytic processes and industries, Charlie adapts to each unique situation to provide the most efficient course of action. He is always ready for the next challenge and looks forward to working with new people.
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